
Clyde & Co reviews the UK and EU steps to end deforestation by 2030, focusing on the EU Deforestation Regulation and the UK Forest Risk Commodity Scheme. Both measures face implementation delays, and the article questions whether they go far enough.
Delays and possible weakening of deforestation rules reduce near-term compliance costs for soy and palm oil supply chains into Europe. The impact on prices is limited and mostly affects long-run sourcing and traceability.
After 1,905 past policy events, Soybeans moved a median +0.1% over 5 sessions (52% higher; middle half -1.4% to +1.8%), and +0.2% over 20.
After 734 past policy events, Soybean Meal moved a median -0.2% over 5 sessions (46% higher; middle half -1.9% to +1.6%), and -0.4% over 20.
After 1,570 past policy events, Palm Oil moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.